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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,580 | $88,672+51.8% | $105,223+27.9% | $82,448+63.2% |
| Participation rate | 92.2% | 67.9%+24.3pp | 75.0%+17.1pp | 68.1%+24.1pp |
| Annual return | 4.11% | 30.86%-26.7pp | 180.65%-176.5pp | 41.64%-37.5pp |
| Employer contribution / active EE | $15,625 | $3,048+412.6% | $3,689+323.6% | $2,551+512.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,328 | $7,146-39.4% | $8,859-51.1% | $7,234-40.2% |